Choosing the Best Retirement Plan Type for Your Association
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All employees deserve access to retirement plans, but which type of plan is best for your organization? In this webinar, we will discuss the various options available, including SIMPLE, SEP, 401(k), 403(b) and Solo 401(k) plans. Each offers unique benefits to an organization, depending on staff size, organizational contributions and flexibility, and other factors. In addition, many organizations could benefit from some form of deferred compensation plan for key employees. Deferred compensation options are unique for tax-exempt organizations, because they allow sponsorship of 457(b) and 457(f) programs, which provide recruitment and retention tools for leadership. Join Shelly Howard-Horwitz, AIF®, CFPA®, from Pensionmark, to learn more about how these plans can help you attract, reward, and retain top talent. 

In this one-hour webinar, you will learn:

  • Which plan may be best for your organization and employees
  • The fiduciary and compliance issues associated with each plan type for your organization
  • The costs involved with each plan
  • Whether a deferred compensation plan is right for your executive team


This one-hour webinar is eligible for 1 CAE Credit Hour.

Seminar Information
Seminar Date:
October 30, 2019